LRI Investments’s Sylvamo SLVM Stock Holding History

LRI Investments’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30K	Buy	794 +6	+0.8%	+$243	﹤0.01%	665
2026 Q1	$33.3K	Hold	788	–	–	﹤0.01%	585
2025 Q4	$37.9K	Hold	788	–	–	﹤0.01%	589
2025 Q3	$34.8K	Hold	788	–	–	﹤0.01%	612
2025 Q2	$39.5K	Hold	788	–	–	﹤0.01%	595
2025 Q1	$52.9K	Hold	788	–	–	0.01%	529
2024 Q4	$62.3K	Hold	788	–	–	0.01%	499
2024 Q3	$66.4K	Buy	788 +772	+4,825%	+$57.6K	0.01%	477
2024 Q2	$1.1K	Hold	16	–	–	﹤0.01%	1092
2024 Q1	$988	Buy	+16	New	+$855	﹤0.01%	800

Other funds holding SLVM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LRI Investments's SLVM Position: Q2 2026 in Review

LRI Investments increased its Sylvamo (SLVM) stake by 0.76% in Q2 2026, buying an estimated $243 and bringing the position to 794 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

LRI Investments first reported a position in SLVM in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.4K in Q3 2024. 51 funds tracked by Wall St. Rank hold SLVM as of Q2 2026.

LRI Investments held 794 shares of Sylvamo worth $30K as of Q2 2026.
LRI Investments bought 6 Sylvamo shares in Q2 2026, an estimated $243.
Sylvamo made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #665 holding.
LRI Investments first reported a position in Sylvamo in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Sylvamo position peaked at $66.4K in Q3 2024.
51 funds tracked by Wall St. Rank held Sylvamo as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.